Paralegal

An established and highly respected law firm is seeking an experienced Trusts & Estates / Probate Paralegal to join its growing Private Wealth practice. This is an excellent opportunity for a seasoned paralegal with a strong transactional Trusts & Estates background who thrives in a collaborative, fast-paced environment and enjoys working directly with attorneys, clients, and fiduciaries on sophisticated estate planning, trust administration, and probate matters.

• Annual bonus opportunity
• 401(k)
• PTO
• Long-Term & Short-Term Disability Coverage
• Life Insurance
• Critical Illness & Accident Insurance
• Identity Protection Services
• HSA Employer Contribution

About the Role

This position is ideal for a transactional-minded paralegal with experience handling estate planning, probate administration, and trust administration matters. The role supports a busy team of attorneys and requires someone who can work independently, manage competing priorities, and provide exceptional client service.

Key Responsibilities

• Prepare and manage estate planning documents, including wills, trusts, and ancillary documents
• Assist with probate and trust administration matters
• Prepare probate court filings and related documentation
• Draft probate petitions, asset inventories, accountings, and correspondence
• Coordinate with clients, fiduciaries, financial institutions, and outside professionals
• Maintain case files and track deadlines
• Assist with fiduciary and estate administration matters
• Manage attorney workflows and prioritize assignments appropriately
• Support multiple attorneys within a collaborative team structure

Qualifications

Required

• 5+ years of Trusts & Estates and Probate Paralegal experience
• Strong transactional Trusts & Estates background
• Trust Administration experience
• Experience drafting and managing wills, trusts, probate petitions, inventories, accountings, and related documents
• Strong organizational skills and attention to detail
• Stable employment history demonstrating longevity and commitment
• Ability to work independently with minimal supervision

Preferred

• Fiduciary administration experience
• Strong probate court filing experience
• Experience supporting multiple attorneys in a sophisticated Trusts & Estates practice

What We're Looking For

The ideal candidate is:

• Professional, responsive, and client-service oriented
• Highly organized and detail-focused
• Collaborative and team-oriented
• Adaptable and able to manage changing priorities
• Comfortable supporting high-performing attorneys with demanding practices
• Reliable, dependable, and proactive
• Able to hit the ground running with minimal training

Practice Focus

• Trust Administration
• Fiduciary Matters
• Estate & Trust Documentation
• Collaborative team structure with attorneys, paralegals, and legal assistants working closely together
• Professional, supportive workplace culture
• Fast-moving practice group that values responsiveness and accountability
• Opportunity to work on sophisticated estate planning and administration matters for a broad range of clients